1,291 hedge funds and large institutions have $39.2B invested in Vertiv in 2025 Q2 according to their latest regulatory filings, with 303 funds opening new positions, 529 increasing their positions, 351 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

26% more call options, than puts

Call options by funds: $4.39B | Put options by funds: $3.5B

15% more funds holding

Funds holding: 1,1271,291 (+164)

2.49% more ownership

Funds ownership: 77.65%80.14% (+2.5%)

Holders
1,291
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
55
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.39B
Puts
$3.5B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GS
1051
GWN Securities
Florida
$229K
HCM
1052
Howard Capital Management
Georgia
$229K
HSA
1053
HBK Sorce Advisory
Pennsylvania
$228K
NP
1054
NorthRock Partners
Minnesota
$227K
MW
1055
MBL Wealth
North Carolina
$227K
GLA
1056
Good Life Advisors
Pennsylvania
$227K
WIC
1057
Woodmont Investment Counsel
Tennessee
$225K
RIL
1058
Rothschild Investment LLC
Illinois
$224K
CWA
1059
Cura Wealth Advisors
Illinois
$223K
OBWG
1060
Onyx Bridge Wealth Group
New York
$222K
SIM
1061
Seaview Investment Managers
Florida
$222K
MFG
1062
Menard Financial Group
Texas
$221K
TSS
1063
Two Sigma Securities
New York
$221K
FHA
1064
Flagship Harbor Advisors
Massachusetts
$218K
LAM
1065
LECAP Asset Management
United Kingdom
$218K
LAM
1066
L2 Asset Management
Massachusetts
$216K
PAG
1067
Poinciana Advisors Group
Florida
$216K
I
1068
InceptionR
California
$214K
AFGAS
1069
Allegiance Financial Group Advisory Services
Virginia
$214K
LCGC
1070
Legacy Capital Group California
California
$213K
HCM
1071
Hollencrest Capital Management
California
$213K
MCWS
1072
McKinley Carter Wealth Services
West Virginia
$212K
QWP
1073
Quotient Wealth Partners
Texas
$210K
NWAG
1074
Net Worth Advisory Group
Utah
$210K
DO
1075
denkapparat Operations
Germany
$210K